Do you need a little more life in your work/life balance?

If you answered YES, you may be the perfect candidate to join our team.

Veris is an award-winning, enthusiastic financial services firm offering competitive benefits, advancement opportunities and salary offerings that rival many other businesses but in a personalized environment. As part of our team, you will experience professional growth in the accounting world, industry-leading technology, a collaborative environment without micromanagement, and above all – a fun, team-spirited group who enjoys being entrenched in community give-backs.

Successful Receptionists at Veris are friendly, reliable, and take pride in being the heartbeat of the office. This role is trusted with creating a welcoming experience for our clients while keeping day-to-day operations running smoothly behind the scenes.

Job Summary

The Receptionist supports the entire firm through scheduling, document processing, onboarding coordination, and seasonal tax support, while maintaining an organized, professional, and friendly office environment. This role is ideal for someone who is dependable, enjoys client interaction, and takes pride in keeping things running efficiently behind the scenes.

Responsibilities

• Be the first point of contact for clients and visitors, creating a friendly and professional first impression
• Answer and route incoming phone calls and inquiries
• Receive, sort, and distribute mail, packages, and deliveries
• Keep the reception area and common spaces organized and presentable
• Manage shared calendars, meeting spaces, and basic scheduling needs
• Assist with onboarding coordination and administrative paperwork
• Support document handling, filing, scanning, and recordkeeping
• Help with tax-season client document check-in and delivery
• Monitor shared email inboxes and route requests appropriately
• Provide general administrative support to staff and teams across the firm

Opportunities

• Upward growth advancement opportunities within the company
• Better work/life balance
• Competitive salary and compensation package
• Competitive benefits package
• 3 office locations; This role is located in our West Ashley office

Qualifications

• High school or equivalent required
• Prior experience in a receptionist or administrative role preferred
• High level of comfort with technology
• Ability to adapt as priorities shift
• Strong communication skills; both verbal and written
• Organized in a fast-paced environment
• A can-do, team-oriented approach
• Receptive attitude and personality towards coaching and a strong desire to learn
• Willingness to work additional hours as needed (seasonally)

Do you need a little more life in your work/life balance?

If you answered YES, you may be the perfect candidate to join our team.

Veris is an award-winning, enthusiastic financial services firm offering competitive benefits, advancement opportunities and salary offerings that rival large firms but in a personalized environment. As part of our team, you will experience professional growth with less hours worked compared to others in the financial world, industry-leading technology, a collaborative environment without micromanagement, flexible work weeks, and above all – a fun, team-spirited group who enjoys being entrenched in community give-backs.

Responsibilities

• May assist managers with training and teaching in the department
• Prepare multiple entity type tax returns efficiently
• Shares and transfers knowledge within the team
• Communication with partners, managers, and clients throughout the engagement process
• Cross train to review and manage tax work and relationships
• Run tax projections to help advise clients
• Delegate your tax work as appropriate
• Provide proactive approach to advisory tax services, less focus on the once-a-year tax return client
• Develop and help clients deploy annual tax strategies

Opportunities

• Upward growth advancement opportunities within the company
• Better work / life balance (15% less hours than other CPA Firms)
• Highly competitive salary and compensation package
• Bonus plans for departmental performance and new business origination
• Kind of an introvert – no worries! There is no required networking. Kind of an extrovert – we participate in events and have plenty of opportunities for you to make new connections
• Hybrid flexibility after 6 months of employment
• 3 office locations: Summerville, West Ashley and Mount Pleasant; this role is based primarily out of the Mount Pleasant office
• Financial support to achieve CPA (if desired)

Qualifications

• CPA certification or ability to sit for CPA desired
• Desire for growth and professional development in CPA firm
• Public accounting experience
• Experience with CCH Pro fx Suite software or equivalent
• Related Bachelor’s or Master’s Degree
• Strong oral and written communication skills
• Strong time management skills
• Ability to lead and develop a team
• Ability to problem solve with analytical thinking
• Attention to detail

Do you need a little more life in your work/life balance?

If you answered YES, you may be the perfect candidate to join our team.

Veris is an award-winning financial services firm offering competitive benefits, advancement opportunities and salary offerings that rival large firms but in a personalized environment. As part of our team, you will experience professional growth with less hours worked compared to others in the financial world, industry-leading technology, a collaborative environment without micromanagement, flexible work weeks, and above all – a fun, team-spirited group who enjoys being a part of community give-backs.

Job Summary

We’re looking for a Staff Accountant to support our accounting operations and growing Client Accounting Services team. This role is ideal for someone with 1–3 years of accounting or bookkeeping experience who enjoys hands-on work and wants to continue building a strong accounting foundation.

We’re looking for someone comfortable with day-to-day accounting tasks such as bank reconciliations, journal entries, and basic financial statement support. Experience with QuickBooks is a plus.

You’ll work closely with our accounting team to support client accounts, assist with month-end processes, and ensure accurate and timely financial records.

Responsibilities

• Perform bank and credit card reconciliations
• Record and maintain journal entries
• Assist with month-end close activities
• Support the preparation and drafting of financial statements
• Maintain accurate general ledger records
• Work within QuickBooks Online (QBO) and other accounting systems
• Assist with data cleanup, account reviews, and documentation as needed
• Collaborate and assist team members with various accounting related tasks

Opportunities

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)

Qualifications

• 1–3 years of accounting or bookkeeping experience
• Working knowledge of general ledger accounting
• Experience with bank reconciliations and journal entries
• Familiarity with QuickBooks Online (QBO) preferred
• Exposure to financial statements
• Strong attention to detail and organization
• Comfortable working in a deadline-driven environment
• Willingness to learn and grow within the role
• Bachelor’s degree or equivalent in Accounting, Economics, or Finance